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Building 2OBRIEN GREENE & CO INC

Map pinMEDIA, PA
Phone610-891-7880
NotebookSEC #801-5866
Total AUM
$464.3M
Employees
7
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
218 W. STATE STREET
MEDIA
PA 19063
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
610-891-7880

ReceiptFinancials

Total AUM
$464.3M
Accounts
355
Discretionary
$421.2M
Accounts
331
Non-Discretionary
$43.2M
Accounts
24

ContactClients

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Individual Clients
47
AUM
$19.7M
HNW Individual Clients
89
AUM
$307.6M
Pooled Vehicle Clients
1
AUM
$19.8M
Pension/Profit Sharing Plan Clients
1
AUM
$68.4M
Charitable Organization Clients
11
AUM
$36.1M
Other Clients
1
AUM
$12.7M
Description of Other Clients
FAMILY AND EMPLOYEES

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLNJPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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